Derivative exercise or conversion — not an open-market buy.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Dec 31, 2025
Reporting period
Not applicable
Filed with the SEC
Jan 2, 2026
CFOOption exercise
Context
Classification
option exercise
Code M — exercise or conversion of a derivative security
Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001193125-26-001016
Filed / recorded
Jan 2, 2026, 9:55 PM UTC
Added to OQRO
Oct 6, 2026, 7:37 PM UTC
Parser
form4-xml-v2
Data quality
Verified: identifiers matched exactly
Issuer
Evercore Inc.
Issuer CIK
1360901
Ticker
EVR
Reporting person
Timothy Gilbert Lalonde
Relationship
Officer
Officer title
Chief Financial Officer
Security
Class K Units of Evercore LP
Table
Derivative (Table II)
Transaction date
Dec 31, 2025
Transaction code
M
Shares / units
150,000
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
150,000
Ownership form
Direct
Amendment
No
Footnotes from the filing
On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock
